An Evidence-Based Approach to Investing

Download Printable Article By Jason Oshins, Financial Advisor, MBA Evidence-based medicine is defined as “the conscientious, explicit, and judicious use of current best evidence in making decisions about the care of individual patients.”[1] If possible, wouldn’t it be prudent to approach investing similarly? Wouldn’t it make sense to apply the concepts developed by Nobel Laureates? Well, you can. Philosopher Alfred A. Montapert famously said, “Do not confuse motion and progress.” Motion also creates the illusion of control. An excellent example of this is in the investment world.   Wall Street perpetuates the notion that successful investing requires stock picking and market…

Will Your Firm’s Website Disappear from Google on April 21?

Download Printable Article By Integrity Marketing Solutions Whether you’re an estate planning attorney, CPA, financial advisor, or life insurance agent, you better listen up! If you haven’t heard already, Google released in late February the following announcement: Starting April 21, we will be expanding our use of mobile-friendliness as a ranking signal. This change will affect mobile searches in all languages worldwide and will have a significant impact in our search results. Consequently users will find it easier to get relevant, high quality search results that are optimized for their devices.” “So, What Does That Mean for Me and My…

Are You Aware Decanting Causes Tax Issues?

Download Printable Article By Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA Decanting is the act of distributing the assets of an old trust to a new one with more favorable terms. It provides an easy, inexpensive method for correcting errors or ambiguities, adapting a trust to changes in a settlor’s objectives or changes in a beneficiary’s circumstances, taking advantage of new planning opportunities or adding flexibility to a trust. However, because trust decanting is a relatively new estate planning strategy, its tax consequences have not yet been clearly established. The IRS is considering ways to address these tax consequences…

Keep Your E-Mail Inbox Under Control (or It Will Control You!)

Download Printable Article By Megan DeLaGarza, Executive Assistant Technology is a concurrent blessing and curse. Email has not been around terribly long in the grand scheme of office administration, so we are just now learning the effects of it’s omnipresence in a plugged in world. The biggest problem with email is that it’s a huge distraction. The pressure to respond right away leads you to working off-task. An inbox that is open with notifications popping up makes this even worse. Responding to your inbox as a to-do list leads to working on the wrong priorities. It’s time to break these…